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Regent Peak Wealth Advisors’s Texas Capital Bancshares TCBI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio TCBI Stock Details TCBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11
Closed -$1K – 879
2020
Q4 		$1K Buy
+11
New +$543 ﹤0.01% 994

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Vanguard Group
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Regent Peak Wealth Advisors's TCBI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Texas Capital Bancshares (TCBI) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in TCBI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 246 funds tracked by Wall St. Rank hold TCBI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Texas Capital Bancshares position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11 Texas Capital Bancshares shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Texas Capital Bancshares in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Texas Capital Bancshares position peaked at $1K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Texas Capital Bancshares as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.